Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay as of Dec. 31, 2018

Portfolio Holdings for Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay holds 67 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Procter & Gamble Company (PG) 4.6 $5.6M 61k 91.96
Waste Management (WM) 4.0 $4.9M 56k 88.87
Newell Rubbermaid (NWL) 3.7 $4.6M 245k 18.59
Intel Corporation (INTC) 3.5 $4.4M 93k 46.90
Johnson & Johnson (JNJ) 3.5 $4.3M 33k 129.04
Microchip Technology (MCHP) 3.5 $4.2M 59k 71.91
PPL Corporation (PPL) 3.4 $4.1M 145k 28.32
Vanguard REIT ETF (VNQ) 3.3 $4.0M 54k 74.58
Exxon Mobil Corporation (XOM) 3.2 $4.0M 58k 68.22
At&t (T) 3.1 $3.9M 135k 28.57
Microsoft Corporation (MSFT) 3.0 $3.6M 36k 101.63
Cisco Systems (CSCO) 2.8 $3.5M 81k 43.29
Wells Fargo & Company (WFC) 2.5 $3.1M 66k 46.17
Comcast Corporation (CMCSA) 2.5 $3.0M 90k 34.02
iShares Dow Jones EPAC Sel Div Ind (IDV) 2.5 $3.0M 106k 28.72
Tortoise Energy Infrastructure 2.4 $3.0M 149k 19.86
Analog Devices (ADI) 2.4 $2.9M 34k 85.77
Amazon (AMZN) 2.3 $2.9M 1.9k 1506.53
Apple (AAPL) 2.3 $2.8M 18k 157.60
Alphabet Inc Class A cs (GOOGL) 2.1 $2.6M 2.5k 1044.08
Kimberly-Clark Corporation (KMB) 1.9 $2.4M 21k 114.02
General Mills (GIS) 1.9 $2.3M 59k 38.92
Bristol Myers Squibb (BMY) 1.9 $2.3M 44k 51.99
Medtronic (MDT) 1.8 $2.3M 25k 90.79
H&E Equipment Services (HEES) 1.8 $2.2M 110k 20.40
HSBC Holdings (HSBC) 1.8 $2.2M 54k 41.10
Johnson Controls International Plc equity (JCI) 1.7 $2.1M 72k 29.66
Cibc Cad (CM) 1.7 $2.1M 28k 74.41
Interpublic Group of Companies (IPG) 1.6 $2.0M 96k 20.62
Home Depot (HD) 1.5 $1.8M 11k 171.85
salesforce (CRM) 1.5 $1.8M 13k 136.97
Walgreen Boots Alliance (WBA) 1.4 $1.7M 24k 68.31
United Technologies Corporation 1.3 $1.6M 15k 106.42
Dxc Technology (DXC) 1.1 $1.3M 25k 53.25
Discover Financial Services (DFS) 1.1 $1.3M 22k 59.07
Celgene Corporation 1.0 $1.3M 20k 63.97
General Dynamics Corporation (GD) 1.0 $1.3M 8.0k 157.21
Materials SPDR (XLB) 1.0 $1.3M 25k 50.51
Prudential Financial (PRU) 1.0 $1.2M 15k 81.35
iShares S&P 500 Index (IVV) 0.9 $1.1M 4.3k 251.59
Ishares Tr eafe min volat (EFAV) 0.7 $865k 13k 66.73
Leggett & Platt (LEG) 0.7 $851k 24k 35.80
Colgate-Palmolive Company (CL) 0.7 $847k 14k 59.53
New York Community Ban 0.7 $823k 88k 9.39
Polaris Industries (PII) 0.7 $812k 11k 76.75
Berkshire Hathaway (BRK.B) 0.6 $777k 3.8k 204.42
Nuveen Insured Tax-Free Adv Munici (NEA) 0.6 $704k 57k 12.32
Hanesbrands (HBI) 0.5 $639k 51k 12.48
CVS Caremark Corporation (CVS) 0.5 $592k 9.1k 65.38
Alaska Air (ALK) 0.5 $552k 9.1k 60.93
Ssga Active Etf Tr ult sht trm bd (ULST) 0.4 $522k 13k 40.18
iShares Barclays TIPS Bond Fund (TIP) 0.4 $479k 4.4k 109.56
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $424k 4.0k 105.39
SPDR DJ Wilshire Small Cap 0.3 $404k 6.7k 60.07
Sherwin-Williams Company (SHW) 0.3 $393k 1.0k 393.00
Walt Disney Company (DIS) 0.3 $364k 3.3k 109.57
Bank of America Corporation (BAC) 0.3 $332k 14k 24.67
Vanguard S&p 500 Etf idx (VOO) 0.3 $329k 1.4k 230.55
Nuveen Insd Dividend Advantage (NVG) 0.3 $324k 23k 13.98
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $319k 26k 12.53
Vanguard Europe Pacific ETF (VEA) 0.2 $266k 7.2k 36.89
Nextera Energy (NEE) 0.2 $260k 1.5k 173.91
Hershey Company (HSY) 0.2 $257k 2.4k 107.08
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.2 $263k 20k 13.45
iShares S&P SmallCap 600 Index (IJR) 0.2 $248k 3.6k 69.06
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.2 $235k 4.7k 49.66
Valley National Ban (VLY) 0.1 $142k 16k 8.89